Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Responsibilities: • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Build and maintain long-term relationships with clients. • Understand clients’ needs and recommend tailored insurance and financial solutions. • Educate clients about life insurance options, retirement planning, and wealth management strategies. • Develop and execute a personal marketing plan to attract and retain clients. • Participate in ongoing professional development and New York Life training programs. • Achieve or exceed sales goals set by the company. Qualifications: • Required to effectively network to identify potential new clients • Relationship management skills are required • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Bachelor's degree preferred; high school diploma or equivalent required. • Strong interpersonal, communication, and relationship-building skills. • Self-motivated, goal-oriented, and disciplined. • Prior experience in sales, finance, or insurance is a plus, but not required. • Ability to obtain a life and health insurance license (sponsorship and training provided). • Commitment to ethics, professionalism, and excellence. Compensation: $60,000 - $70,000 yearly

• Build and maintain long-term relationships with clients. • Understand clients’ needs and recommend tailored insurance and financial solutions. • Educate clients about life insurance options, retirement planning, and wealth management strategies. • Develop and execute a personal marketing plan to attract and retain clients. • Participate in ongoing professional development and New York Life training programs. • Achieve or exceed sales goals set by the company.